Resources

Welcome to the GuideCX Blog

When people know what to expect, they feel better—and that includes you. The GuideCX blog tells you everything you need to know about new client implementation and onboarding so you can rock at it every time.

GuideCX vs. Trello

GuideCX vs. Trello

Todd White

Despite the mounting pressure on project managers to perform well internally and externally, software adoption for project management remains low. Only 22 percent of organizations are estimated to use software to streamline their project processes. However, 77 percent...

How to Create a Kickin’ Kickoff Strategy for New Client Onboarding 

How to Create a Kickin’ Kickoff Strategy for New Client Onboarding 

Peter Ord

What comes to mind when you hear the word “kickoff?” You might think of the first play of a football game, the first keynote speaker at a conference, or a new onboarding campaign. Either way, the kickoff sets the tone for what fans, guests, or a new client can expect...

3 Benefits of Using Social Media Groups to Boost Company Culture

3 Benefits of Using Social Media Groups to Boost Company Culture

Harris Clarke

When it comes to communicating big news to the entire company, there are many vehicles for message delivery. We’ve likely all sat through “State of the Company” presentations, read through corporate-written e-blasts, chimed in on group Slack channels, tuned into Zoom...

GuideCX vs. Asana

GuideCX vs. Asana

Todd White

When it comes to successful collaboration, your organization must have the means to communicate effectively—not only across departments but also to your customers. Seventy-five percent of employees regard teamwork and collaboration as important, and it’s easy to see...

A Winning Client Onboarding Experience Begins with the Handoff

A Winning Client Onboarding Experience Begins with the Handoff

Todd White

Do you noticed how at a track meet the one exercise runners practice the most is the baton handoff? If a teammate isn’t ready to grab the baton or tries to hand off the baton too soon, trust and communication break down, leading to catastrophic results.  It’s much...

4 Roles Essential for Successful Client Onboarding

4 Roles Essential for Successful Client Onboarding

Peter Ord

Unlike onboarding a new employee, the client onboarding process is often an all hands on deck situation with everyone playing a vital and distinct role. But how do you know which person will ultimately be responsible for which onboarding task? Take a look at these...

GuideCX vs. ClickUp

GuideCX vs. ClickUp

Todd White

Visibility to your processes, data, and customer onboarding is essential to your organization’s success—especially when it comes to project, task, and product management. This is because it plays a large role in improving the customer experience, something that can...

Tobias Kederer: Understanding Customer Perspectives

Tobias Kederer: Understanding Customer Perspectives

Harris Clarke

Tobias Kederer is the founder of The Delivery Advisory Group and has worked as a consultant in industries like healthcare and financial services for over 20 years. We're lucky enough to feature him as a guest on our podcast, which examines customer perspectives....

SaaS Onboarding: Drinking Our Own Champagne

SaaS Onboarding: Drinking Our Own Champagne

Peter Ord

You’ve likely heard the business saying “eating your own dog food” or more elegantly “drinking our own champagne.” Simply put, this slang term means that a company uses their own products on a regular basis. That metaphor is so true here at GuideCX where our employees...